Mobile : Remplir un questionnaire

Your taxes or billing cannot get done without your accountant getting basic information from you. Organizers are an easy way to provide that while you’re on the go. Once you’re done, your accountant can get started.

Couvert ici :

• Remplir un formulaire
• Pre-fill Organizer Answers
• Uploading Documents to Organizer
• Imprimer des questionnaires
• Downloading Organizers
• What “S” Means

Remplir un formulaire

Once an organizer needs to be filled out — you get an email and push notification. A notification is also displayed on your Dashboard. Click on the notification to open the organizer.

Or, go to the Organizers section to see all your organizers by tapping More and then Organizers.

When your accountant is waiting for you to fill in the organizer, the status is displayed as Pending in the Waiting for action subsection.

You don't need to complete an organizer in one sitting. Take a break and come back later! Tap the three dots in the upper right corner of the screen and select Save as draft. Your answers will be saved, so you can close the organizer without losing any changes.

If you need to start over tap the three dots in the upper right corner of the screen and select  Erase all answers.

Once you’ve answered everything, submit the organizer for review by tapping Save & send. This lets your accountant know it’s ready. Next, they’ll review it to get started working on your documents.

Once your accountant has finished using the organizer, they’ll move it to History with a green checkmark status. 

Pre-fill Organizer Answers

You’ll likely be required to upload documents to your organizer, such as W2s, 1099s, etc. You can upload from your device by photographing (aka scanning) documents or by adding ones that were previously uploaded (PDFs, Word files, Excel files, images or ZIPs).

You’ll have the option to upload files from your device, to take photo or link the one that already stored in your portal.

To add documents from TaxDome, tap Upload document, then TaxDome storage.

Select the folder, then tap the document and tap Attach. All the documents in folders with Le client peut voir et modifier sont disponibles.

Once the wrong file is uploaded, you have the option to remove it by tapping the three dots at the right and then selecting  Remove attachment. The other options you have in this menu are similar to the ones you have for all documents uploaded to your portal.

All documents uploaded to an organizer are stored in your portal and can be found inside the  Documents section.

Imprimer des questionnaires

You can print the organizer if you want to store your information on paper. To print the organizer, whether pending or completed, tap the  three dots in the upper right corner of the screen and then the Print icon to the right of the organizer in the list.

Your device will prompt you to print the organizer.

Remarque : Les Les questions sans réponse ne seront pas imprimées.

Vous trouverez le nombre de questions à gauche du nom de questionnaire . Notez que seuls les blocs de questions sont comptés, les blocs de texte ne le sont pas.

Downloading Organizers

You can download an organizer to share with others or keep it on your device for offline access. To download the organizer, whether pending or completed, tap the  three dots in the upper right corner of the screen and then the Download icon to the right of the organizer in the list.

Your device will prompt you to download the organizer. Choose the destination where you want to save it, and then tap Save.

What “S” Means

Your accountant might seal an organizer, which means you won’t be able to access it to make edits. The status will display as a blue S icon.